Bradley Covert
Investment adviser representative at Mccay Wealth Advisory LLC
12 yearsExperience
1 stateRegistered in
$495.4MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Mccay Wealth Advisory LLCOct 2024 to now
- BankpakJul 2022 to Oct 2024
- Viola Pizza CompanyOct 2017 to Oct 2024
- StudentOct 2014 to Oct 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TN).
Mccay Wealth Advisory LLC
$495.4MAssets managed
876Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7332679
- Firm CRD
- 286503